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CIK: 0001906798
Total reported value
$110.0M
$110.0M
53 檔
31.8%
According to the latest 13F quarterly dataset, Barden Capital Management, Inc. managed an equity portfolio of $110.0M at the end of Q2 2026, spanning 53 distinct U.S. exchange-listed positions.
In Q2 2026, Barden Capital Management, Inc. adopted a defensive or profit-taking posture, trimming 38 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 9.07% | -0.17% | -8.21% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.68% | -0.01% | +0.40% | |
| 3 | SPGM | State Street Spdr Portfolio | ETF-Other | 6.12% | -0.09% | +0.84% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.86% | -0.07% | +5.41% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.49% | +0.16% | +1.08% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.12% | -0.29% | +1.25% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.98% | +0.44% | -30.34% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 2.95% | -0.08% | +3.42% | |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.60% | -2.18% | +0.81% | |
| 10 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 2.49% | -0.19% | +1.24% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.48% | -0.46% | -32.60% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.43% | +0.33% | -28.34% | |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 2.36% | -0.20% | +1.57% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.28% | -0.20% | +0.39% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.28% | -0.10% | -16.20% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.25% | -0.11% | -28.62% | |
| 17 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.21% | -0.04% | -0.81% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | +0.06% | -31.50% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.90% | -0.20% | — | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.63% | +0.04% | -29.04% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.61% | +0.12% | -28.99% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.53% | -0.07% | -0.35% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | +0.52% | -27.16% | |
| 24 | PWR | Quanta Services Inc | Stock-Industrials | 1.34% | -0.17% | -29.27% | |
| 25 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.32% | -0.37% | -36.15% | |
| 26 | PH | Parker Hannifin CORP | Stock-Industrials | 1.31% | -0.05% | -31.88% | |
| 27 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.30% | -0.01% | +1.19% | |
| 28 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 1.25% | -0.09% | -1.70% | |
| 29 | ALL | Allstate CORP | Stock-Financials | 1.21% | -0.14% | -30.00% | |
| 30 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.09% | +0.01% | -29.91% | |
| 31 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.08% | -0.08% | — | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | -0.11% | -30.56% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.39% | -30.28% | |
| 34 | COF | Capital One Financial CORP | Stock-Financials | 0.94% | -0.04% | -26.35% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.94% | +0.05% | -52.70% | |
| 36 | MSI | Motorola Solutions Inc | Stock-Tech | 0.89% | +0.05% | -30.43% | |
| 37 | CARR | Carrier Global CORP | Stock-Industrials | 0.87% | -0.27% | -30.61% | |
| 38 | VLO | Valero Energy CORP | Stock-Energy | 0.81% | +0.38% | -29.37% | |
| 39 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.81% | -0.11% | +1747.37% | |
| 40 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.76% | +0.06% | -30.22% | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.75% | -0.02% | -2.06% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.73% | -0.05% | -29.63% | |
| 43 | MU | Micron Technology Inc | Stock-Tech | 0.69% | -0.06% | — | |
| 44 | AU | AngloGold Ashanti plc | Stock-Materials | 0.63% | +0.10% | -29.24% | |
| 45 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.63% | -0.09% | -29.25% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.61% | +0.12% | -24.60% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.61% | +0.09% | -24.98% | |
| 48 | ELV | Elevance Health Inc | Stock-Healthcare | 0.57% | — | -27.39% | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.56% | -0.06% | -22.62% | |
| 50 | FANG | Diamondback Energy Inc | Stock-Energy | 0.54% | +0.01% | -28.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHA | Schwab US Small-cap ETF | +1.9% | NEW | New buy |
| 2 | SCHX | Schwab US Large-cap ETF | +1.5% | +0.40% | Add |
| 3 | SPGM | State Street Spdr Portfolio | +1.1% | +0.84% | Add |
| 4 | CL | Colgate-palmolive Co | +1.1% | NEW | New buy |
| 5 | SCHG | Schwab US Large-cap Growth | +1% | +1.08% | Add |
| 6 | SCHF | Schwab Intl Equity ETF | +0.9% | -8.21% | Trim |
| 7 | SCHV | Schwab US Large-cap Value | +0.8% | +1.25% | Add |
| 8 | MU | Micron Technology Inc | +0.7% | NEW | New buy |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.7% | +0.81% | Add |
| 10 | PANW | Palo Alto Networks Inc | +0.6% | -28.99% | Trim |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | +0.6% | +5.41% | Add |
| 12 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.5% | +1.24% | Add |
| 13 | SCHB | Schwab US Broad Market ETF | +0.5% | +0.39% | Add |
| 14 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.4% | +1.57% | Add |
| 15 | BND | Vanguard Total Bond Market | +0.3% | +3.42% | Add |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | -0.35% | Trim |
| 17 | SCHR | Schwab Intermediate-term US | +0.1% | -0.81% | Trim |
| 18 | HYS | Pimco 0-5 Year H/y CORP Bond | +0.1% | +1.19% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -32.60% | Trim |
| 20 | SCHQ | Schwab Long-term US Treasury | +0.1% | -1.70% | Trim |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | -2.06% | Trim |
| 22 | EFG | Ishares Msci Eafe Growth ETF | 0% | -16.20% | Trim |
| 23 | ELV | Elevance Health Inc | 0% | -27.39% | Trim |
| 24 | LLY | Eli Lilly & Co | 0% | -28.62% | Trim |
| 25 | PWR | Quanta Services Inc | — | -29.27% | Trim |
| 26 | CARR | Carrier Global CORP | 0% | -30.61% | Trim |
| 27 | GLD | Spdr Gold Shares | 0% | -2.71% | Trim |
| 28 | AVGO | Broadcom Inc | -0.1% | -30.56% | Trim |
| 29 | USSG | Xtrackers Msci USA Sele Eqty | -0.1% | -44.94% | Trim |
| 30 | COF | Capital One Financial CORP | -0.1% | -26.35% | Trim |
| 31 | SPGI | S&p Global Inc | -0.1% | -22.62% | Trim |
| 32 | BKNG | Booking Holdings Inc | -0.2% | +1747.37% | Add |
| 33 | HDB | Hdfc Bank Ltd-adr | -0.2% | -29.25% | Trim |
| 34 | TRV | Travelers Cos Inc/the | -0.2% | -29.91% | Trim |
| 35 | VIG | Vanguard Dividend Apprec ETF | -0.2% | EXIT | Sold out |
| 36 | ESML | Ishares Esg Aware Msci USA S | -0.2% | EXIT | Sold out |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | -0.2% | EXIT | Sold out |
| 38 | ALL | Allstate CORP | -0.2% | -30.00% | Trim |
| 39 | VLO | Valero Energy CORP | -0.2% | -29.37% | Trim |
| 40 | UBER | Uber Technologies Inc | -0.2% | -29.63% | Trim |
| 41 | BABA | Alibaba Group Holding-sp Adr | -0.2% | -29.56% | Trim |
| 42 | V | Visa Inc-class A Shares | -0.2% | -29.04% | Trim |
| 43 | FANG | Diamondback Energy Inc | -0.2% | -28.47% | Trim |
| 44 | ADBE | Adobe Inc | -0.3% | -24.98% | Trim |
| 45 | PH | Parker Hannifin CORP | -0.3% | -31.88% | Trim |
| 46 | AAPL | Apple Inc | -0.3% | -28.34% | Trim |
| 47 | MSI | Motorola Solutions Inc | -0.3% | -30.43% | Trim |
| 48 | COP | Conocophillips | -0.4% | -24.60% | Trim |
| 49 | AMZN | Amazon.com Inc | -0.4% | -31.50% | Trim |
| 50 | META | Meta Platforms Inc-class A | -0.4% | -30.28% | Trim |
According to official SEC Form 13F filings, Barden Capital Management, Inc. reported a total U.S. public equity portfolio value of $110.0M across 53 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHF, SCHX, SPGM) accounted for 31.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
SCHA
市值: $2.1M
Top Position Liquidated / Trimmed
SONY
前期市值: $1.9M
During Q2 2026, Barden Capital Management, Inc.'s top holdings by market value included SCHF (9.1%)、SCHX (7.7%)、SPGM (6.1%). The largest single position, SCHF, represented 9.1% of total portfolio value.
In Q2 2026, Barden Capital Management, Inc. made 61 total portfolio adjustments, initiating 3 new buys, adding to 12 positions, trimming 38 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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